Team of Advisors

Our Synergistic Team of Advisors

The team at Carolina Wealth Advisors has been synergistically formed in order to provide individuals and businesses with highly skilled and relationship-driven financial planning services. Please select team members below to learn more about our team.

Certified Financial Planner Board of Standards Inc. owns the marks CFP, CERTIFIED FINANCIAL PLANNER, and CFP in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.

To ensure compliance with the requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained within (including the attachments) is not intended or written to be used, for the purpose of (a) avoiding penalties under the Internal Revenue Code or (b) promoting, marketing or recommending to another party any transaction or tax-related matter[s]. To provide you with a communication that could be used to avoid penalties under the Internal Revenue Code will necessarily entail additional investigations, analysis and conclusions on our part.

This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CT, FL, GA, IL, IN, KY, MD, MA, MT, NJ, NM, NY, NC, OK, PA, SC, TX, VA, WA and WV. No offers may be made or accepted from any resident outside the specific states referenced.

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